See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,963 | $55,214+180.7% | $104,607+48.1% | $73,488+110.9% |
| Participation rate | 97.7% | 67.8%+29.8pp | 74.1%+23.6pp | 70.7%+27.0pp |
| Annual return | 49.47% | 24.79%+24.7pp | 340.46%-291.0pp | 28.51%+21.0pp |
| Employer contribution / active EE | $5,950 | $1,468+305.4% | $2,681+122.0% | $2,270+162.1% |
| Participant deferral / active EE | $0 | $2,925-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $424-100.0% | $6,473-100.0% | $513-100.0% |